IACPM Annual Fall Conference Chicago, November 07-08, 2023

DAY 1 – Tuesday, November 07, 2023

OPENING REMARKS (pdf)

  • Som-lok Leung, IACPM
  • William Ledger, JPMorgan

PLENARY SESSION I: Economic Outlook – Squeeze / Crunch? (pdf)

  • Steve Ricchiuto, Mizuho Securities USA

PLENARY SESSION II: Regulatory Outlook and Priorities

  • Amrit Sekhon, Office of the Comptroller of the Currency
  • Debbie Toennies, JPMorgan
  • Julie Williams, Federal Reserve Bank of Chicago

PLENARY SESSION III: U.S. Banks: Back in the Limelight (pdf)

  • Jesse Rosenthal, CreditSights

Managing Commercial Real Estate Portfolios

  • Jason Hernandez, Nuveen
  • David Grossman, PIMCO
  • Mike Melind, Bank of America
  • Angela Blaising, ACB Advisors Limited

 

Stream A: Risk Sharing and Market Developments

Loan Market: Origination and Structuring

  • Shalini Hanoman Campbell, BMO Capital Markets
  • William Housey, First Trust
  • David Mahon, Antares Capital
  • Brian Murphy, First Eagle Investment Management
    • Steven Miller, CreditSights LevFin Group

Loan Market: Deterioration and Restructuring (pdf)

  • Brian Resnick, Davis Polk
  • Gary Sultan, Barclays
  • Shubha Hoveland, Barclays

How is the Forward View of Default Risk Changing? (pdf)

  • JMark Slattery, SAS Institute

Private Credit Risk Insurance and Unfunded Securitization – Latest Developments (pdf)

  • Sanjeev Ganjoo, Citigroup
  • Mark Harwood, Axis Capital
  • Juan Velandia, Nomura
  • Jennifer Bearden, IACPM

Shared National Credit (SNC) Overview and Best Practices

  • Karen Bartman, Federal Reserve Bank of Chicago
  • Elizabeth Ewing, Federal Reserve Bank of Chicago
  • Wendy Gorman, Goldman Sachs


STREAM B: Evolution of CPM

Realizing the Climate Finance Opportunity – IACPM/Oliver Wyman Study (pdf)

  • Edwin Anderson, Oliver Wyman
  • Ilya Khaykin, Oliver Wyman

CPM Sound Practices: Lessons Learned

  • Arnisa Abazi, Citigroup
  • Elena Eyries, Banco Santander
  • Mary Young, Regions Bank
  • Martin Brown, HSBC

Empowering Financial Resilience: A Deep Dive into Integrating Climate Risk in Credit Portfolio Management (pdf)

  • Keith Piwowar, S&P Global Market Intelligence

Concentrations and Limits Frameworks: New Approaches

  • Diana Hooper, KeyBank
  • Kenneth Reilly, MUFG Bank, Ltd.
  • Gary Way, PNC Financial Services
  • Marcia Banks, IACPM

Credit Portfolio Management for the ‘New Normal’: Next Generation Stress-Testing to Navigate Economic Uncertainty (pdf)

  • Hans Helbekkmo, McKinsey & Company
  • Kirtiman Pathak, McKinsey & Compan

 

DAY 2 – Wednesday, November 08, 2023

PLENARY SESSION I: Navigating Geopolitical Tensions: Assessing the U.S. Role (pdf)

  • Robert Kahn, Eurasia Group

PLENARY SESSION II: Senior Executives’ Perspectives

  • Piyush Agrawal, Bank of Montreal 
  • Betsy Gile, KeyBank
  • Rama Mohan Rao Amara, State Bank of India
  • Som-lok Leung, IACPM


Stream A: Risk Sharing and Market Developments

Bad Food, Big Portions: Dining Out at the Basel IV Diner (pdf)

  • Adrian Docherty, BNP Paribas

Implications of the Basel III Final Rule on Credit Portfolio and Capital Management (pdf)

  • Libor Pospisil, Moody’s Analytics
  • Yashan Wang, Moody’s Analytics

Impact of Global Basel Rules on Credit Portfolio Management

  • Frank Benhamou, Structured Finance/ex-SRT Issuer
  • Gareth Old, Clifford Chance LLP
  • Alexandre Failler, Natixis

Stream B:  Evolution of CPM

Streamlining Infrastructure Investment

  • Simon Gates, BNP Paribas
  • Mark McLeod, Marsh Credit Specialties
  • Carlos Rakowszczyk, IDB Invest
  • Chris McHugh, IACPM

From Low for Long to New Monetary Order: How the Credit Landscape is Changing in Response to Interest Rates (pdf)

  • Umit Kaya, Oliver Wyman

Climate Change and the Insurance Sector: Evolving Insurance Coverage and Implications for Credit Portfolio Managers (pdf)

  • Marion von Achten, Munich Re
  • Nicholas Peterson, Munich Re